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Digital Seminar

Ethical and Legal Issues in Private Practice: Navigating the Top Challenges


Speaker:
Terry Casey, PhD
Duration:
6 Hours 13 Minutes
Language:
Presented in EN, subtitles in EN and FR, handouts in EN and FR
Format:
Audio and Video
Copyright:
Dec 20, 2019
Product Code:
POS055370
Media Type:
Digital Seminar


Description

There is no way around it…getting into private practice puts you at greater risk for ethical violations and legal exposure.

Working for a larger company provides you with a legal safety net that you take for granted and now that you’re in private practice, that full responsibility falls upon you.

Many ethical situations are unique to private practice. How you handle them and, more importantly, the steps you take to avoid them are critical.

Watch this recording and you’ll learn:

  • How to implement policies & processes to avoid thorny ethical and legal situations.
  • The legal and ethical dilemmas that arise from the business aspects for running a private practice.
  • How to handle the isolation and boundary-setting ethical issues that are common with private practice.

End the stress and worry about the risks you face in private practice. Your professional liability is at stake, purchase today!

Credit


Canada Credit - Social Workers - National ASWB ACE

PESI, Inc., #1062, is approved as an ACE provider to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Regulatory boards are the final authority on courses accepted for continuing education credit. ACE provider approval period: January 27, 2023 - January 27, 2026. Social workers completing this course receive 6.25 Ethics continuing education credits.

 

Course Level: Intermediate Format: Recorded asynchronous distance. Full attendance is required; no partial credits will be offered for partial attendance.

 

Canadian Social Workers: Canadian provinces may accept activities approved by the ASWB for ongoing professional development.


Canada Credit - Canadian Psychologists

PESI, Inc. is approved by the Canadian Psychological Association to offer continuing education for psychologists. PESI, Inc. maintains responsibility for the program. This program is approved for 6.0 self-study continuing education hours. Full credit statement at: www.pesi.com/cpa-statement


**

NOTE: Tuition includes one free CE Certificate (participant will be able to print the certificate of completion after completing the on-line post-test (80% passing score) and completing the evaluation). 

Continuing Education Information:  Listed below are the continuing education credit(s) currently available for this non-interactive self-study package. Please note, your state licensing board dictates whether self-study is an acceptable form of continuing education, as well as which credit types are acceptable for continuing education hours. Please refer to your state rules and regulations. If your profession is not listed, please contact your licensing board to determine your continuing education requirements and check for reciprocal approval. For other credit inquiries not specified below, please contact cepesi@pesi.com or 800-844-8260 before the event.

Materials that are included in this course may include interventions and modalities that are beyond the authorized practice of your profession.  As a licensed professional, you are responsible for reviewing the scope of practice, including activities that are defined in law as beyond the boundaries of practice in accordance with and in compliance with your profession's standards.  

For Planning Committee disclosures, please statement above.  For speaker disclosures, please see the faculty biography.


Ethics

This self-study activity includes 6.0 hours of General ethics instruction. Not all boards allow ethics credit for self-study products. If ethics is not specified within your licensing board’s approval statement below, please contact your board to determine the applicability and amount of ethics allowed.


Counselors

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save the course outline, the certificate of completion you receive from the activity and contact your state board or organization to determine specific filing requirements.


California Counselors

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.0 clock hours of continuing education instruction.


Florida Counselors

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits.


Missouri Counselors

CE credit is available. This self-study course consists of 6.25 continuing education clock hours for Missouri Counselors. The Missouri Committee for Professional Counselors accepts continuing education programs relevant to counseling that are provided by organizations recognized by national social worker associations. PESI, Inc. is recognized by a national social worker association. Please see social work approvals for this program.


Montana Counselors

The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.


New York Counselors

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Mental Health Counselors. #MHC-0033. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Ohio Counselors

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance in this self-study course meets the qualifications for 6.25 clock hours of continuing education credit. 


Pennsylvania Counselors

The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions/. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


South Carolina Counselors

This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.


Texas Counselors

This self-study activity consists of 6.0 clock hours of continuing education instruction. Texas State Board of Examiners of Professional Counselors no longer approves programs or providers. PESI activities meet the continuing education requirements as listed in Title 22 Texas Administrative Code, Chapter 681, Subchapter J, Section 681.142 Acceptable Continuing Education. Please retain the certificate of completion that you receive and use as proof of completion when required.


California Social Workers

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.0 clock hours of continuing education instruction.


Colorado Social Workers

PESI, Inc. is an approved provider with the Colorado Chapter of the National Association of Social Workers. Provider #1413. This self-study course has been approved for 6.3 continuing education hours. 

 

COLORADO PARTICIPANTS ONLY: If you did not answer YES to be reported to the Colorado Chapter of the NASW on the evaluation, please contact cepesi@pesi.com and provide the full title of the webcast, speaker name, date of live broadcast, your name and your license number in the email.


Florida Social Workers

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits. 


Illinois Social Workers

PESI, Inc. is an approved provider with the State of Illinois, Department of Financial and Professional Regulation, Division of Professional Regulation. License #: 159-000154. Successful completion of this self-study activity qualifies for 6.0 contact hours.


Kansas Social Workers

PESI, Inc. is an approved provider with the Kansas Behavioral Sciences Regulatory Board. Provider #14-006. This self-study course has been approved for 6.0 continuing education hours.


Minnesota Social Workers

PESI, Inc. is an approved provider with the State of Minnesota, Board of Social Work. Provider #: CEP-140. This self-study package has been approved for 6.0 continuing education hours. This certificate has been issued upon successful completion of a post-test.


Montana Social Workers

The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.


New York Social Workers

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Social Work as an approved provider of continuing education for licensed social workers #SW-0008. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance. 


Ohio Social Workers

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance in this self-study course meets the qualifications for 6.25 clock hours of continuing education credit. 


Pennsylvania Social Workers

The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


Florida Psychologists

PESI, Inc., is an approved provider with the Florida Board of Psychology.Provider Number #50-399.This product qualifies for 6.3 self-study continuing education credits.


Illinois Psychologists

 

PESI, Inc is an approved provider with the State of Illinois, Department of Professional Regulation. License #: 268.000102. Full attendance at this self-study course qualifies for 6.0 contact hours.


Kentucky Psychologists

PESI, Inc. is approved by the Kentucky Board of Examiners of Psychology to offer continuing education for psychologists, approved provider #202312H. PESI maintains responsibility for this program and its content. This self-study activity will qualify for 6.25 contact hours.


Ohio Psychologists

PESI, Inc. is approved by the Ohio Psychological Association, Provider #263896894, to sponsor continuing education for psychologists. PESI, Inc. maintains responsibility for this program and its content. PESI is offering this self-study activity for 6.25 Standard hours of continuing education credit.


Pennsylvania Psychologists

PESI, Inc. is approved by the Pennsylvania State Board of Psychology to offer continuing education for psychologists. Provider #PSY000211. PESI maintains responsibility for the program(s). This self-study program qualifies for 6.25 continuing education hours.


Marriage & Family Therapists

This self-study activity consists of 6.25 clock hours of continuing education instruction. Credit requirements and approvals vary per state board regulations. Please save this course outline, the certificate of completion you receive from this self-study activity and contact your state board or organization to determine specific filing requirements. 


California Marriage & Family Therapists

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.0 clock hours of continuing education instruction.


Florida Marriage & Family Therapists

PESI, Inc. is an approved provider with the Florida Board of Clinical Social Work, Marriage and Family Therapy and Mental Health Counseling. Provider Number 50-399. This self-study course qualifies for 6.25 continuing education credits.


Illinois Marriage & Family Therapists

PESI, Inc. has been approved as a provider of continuing education by the State of Illinois, Department of Professional Regulation. Provider #:168-000156. Full attendance at this self-study activity qualifies for 6.0 credits.


Montana Marriage & Family Therapists

The Montana Board of Behavioral Health no longer pre-approves any courses or sponsors. Each licensee is responsible for taking courses which contribute to their competence and directly relate to their scope of practice as defined in board statute (MAR 24-219-32). Licensees must keep CE documentation for three years in case of an audit. This intermediate level self-study activity consists of 6.25 clock hours of instruction.


New York Marriage & Family Therapists

PESI, Inc. is recognized by the New York State Education Department's (NYSED) State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Marriage and Family Therapists. #MFT-0024. This self-study activity will qualify for 7.5 contact hours. Full attendance is required; no partial credits will be offered for partial attendance


Ohio Marriage & Family Therapists

PESI, Inc. is an approved provider with the State of Ohio Counselor, Social Worker and Marriage & Family Therapist Board. Provider approval #:RCST071001. Full attendance in this self-study course meets the qualifications for 6.25 clock hours of continuing education credit. 


Pennsylvania Marriage & Family Therapists

The Pennsylvania State Board of Social Workers, Marriage and Family Therapists and Professional Counselors accepts many national association CE approvals, several of which PESI offers. For a full list, please see your State Board regulations at https://www.dos.pa.gov/ProfessionalLicensing/BoardsCommissions/. This intermediate level self-study activity consists of 6.25 clock hours of continuing education instruction.


South Carolina Marriage & Family Therapists

This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.


Texas Marriage & Family Therapists

This self-study activity consists of 6.0 clock hours of continuing education instruction. Texas State Board of Examiners of Marriage and Family Therapists no longer approves programs or providers. PESI activities meet the continuing education requirements as listed in Title 22 of the Texas Administrative Code, Chapter 801, Subchapter K, Section 801.264 Types of Acceptable Continuing Education. Please retain the certificate of completion that you receive and use as proof of completion when required.


Addiction Counselors - NAADAC

NAADAC

This self-study course has been approved by PESI, Inc., as a NAADAC Approved Education Provider, for 6.25 CE in the Legal, Ethical and Professional Development skill group. NAADAC Provider #77553. PESI, Inc. is responsible for all aspects of their programming. Full attendance is required; no partial credit will be awarded for partial attendance.


California Alcoholism & Drug Abuse Counselors (CCAPP-EI)

PESI, Inc. is an approved provider by the CCAPP-EI, Provider #: OS-03-036-1025. This activity meets the qualifications for 6.25 CEH's (continuing education hours).


California Alcoholism & Drug Abuse Counselors (CADTP)

PESI, Inc. is an approved provider by the CADTP, Provider #: 201. This Category H activity meets the qualifications for 6.25 CEU's (continuing education hours).


Connecticut Addiction Counselors

Provider #120924. This course has been approved as a CCB approved training and has been awarded 6.25 hours by the Connecticut Certification Board.


California Nurses

PESI, Inc. is a provider approved by the California Board of  Registered Nursing, Provider #: 17118 for 6.0 self-study contact hours. 

** You will need to provide your license number to PESI. PESI must have this number on file in order for your hours to be valid.


Florida Nurses

PESI, Inc. is an approved provider by the Florida Board of  Nursing. Provider #: FBN2858. These materials qualify for 6.0 self-study contact hours.

CE Broker


Iowa Nurses

PESI, Inc. is an approved provider by the Iowa Board of Nursing. Provider #: 346. Nurses successfully completing these self-study materials will earn 6.3 self-study contact hours. Please email cepesi@pesi.com with your license number, include the title, speaker name and date. PESI must have this number on file in order for your hours to be valid.


California Licensed Educational Psychologists

The California Board of Behavioral Sciences accepts CE programs that are approved by other approval agencies, including several that approve PESI and its programs.  A full list of approval agencies accepted by the BBS can be found at www.bbs.ca.gov/licensees/cont_ed.html under “Where to find CE Courses.” This intermediate level self-study activity consists of 6.0 clock hours of continuing education instruction.


South Carolina Psycho-Educational Specialists

This self-study program has been approved for 6.0 continuing education hours by the South Carolina Board of Examiners for Licensure of Professional Counselors, Marriage and Family Therapists, and Psycho-Educational Specialists. Provider #4540.


Other Professions

This self-study activity qualifies for 6.25 continuing education clock hours as required by many national, state and local licensing boards and professional organizations. Save your activity advertisement and certificate of completion, and contact your own board or organization for specific requirements.



Handouts

Speaker

Terry Casey, PhD's Profile

Terry Casey, PhD Related seminars and products


Terry Casey, PhD, is a licensed psychologist, HSP health service provider with over 30 years of professional experience, including a 16-year tenure as the director of counseling & psychological services for a non-profit agency with over 30 counselors at over a dozen locations. He is in private practice in Franklin, Tennessee, teaches ethics and professional issues in counseling at Lipscomb University’s graduate program in clinical mental health counseling, and guest lectures at Trevecca Nazarene University’s PhD program in Clinical counseling. Dr. Casey also served for several years as the chair of the ethics committee for the Tennessee Licensed Professional Counselors’ Association and in an advisory capacity for graduate counseling programs at two universities. He has presented frequently on ethics to organizations such as the American Counseling Association, the Tennessee Licensed Professional Counselors Association, the Nashville Area Association of Christian Counselors, and others. For more information, visit his practice website at rencounselingtn.com.

 

Speaker Disclosures:
Financial: Dr. Terry Casey maintains a private practice and is a faculty member of Lipscomb University. He is a published author and receives royalties. Dr. Casey receives a speaking honorarium and recording royalties from Psychotherapy Networker and PESI, Inc. He has no relevant financial relationships with ineligible organizations.
Non-financial: Dr. Terry Casey is a member of the American Psychological Association, the Tennessee Psychological Association, the Tennessee Licensed Professional Counselor Association, and others. For a complete list, please contact info@pesi.com.


Additional Info

Program Information

Access for Self-Study (Non-Interactive)

Access never expires for this product.


Questions?

Visit our FAQ page at https://www.pesicanada.com/faq or contact us at https://www.pesicanada.com/contact-us


Objectives

  1. Discuss and practice techniques for improving critical thinking skills when encountering ethical challenges in private practice.
  2. Learn how to navigate professional codes of ethics, licensing rules and laws pertaining to private practice related issues.
  3. Examine the ethical issues that arise regarding technology in private practice and how to competently handle them.
  4. Establish clear ethical guidelines regarding boundary-setting and special considerations in private practice.
  5. Explore potential legal and ethical issues that arise when working with minors in a private practice mental health setting.
  6. Articulate the laws related to record-keeping, HIPAA and FERPA to minimize the potential for legal troubles in the mental health profession.

Outline

Private Practice Best Practices – Avoiding Legal & Ethical Issues
  • What Is and Isn’t a Private Practice
  • What are the Goals for Your Business?
  • Choose an Ethical Model to Refer to and Apply
  • Services You Do and Don’t Provide
  • Screening for Potential Clients
  • Policies – The Good, The Bad & the Ugly
  • Create an Effective Policy Plan for Your Practice
  • Intake and Informed Consent Process & Policies
  • Understanding Risk – What You Don’t Know Can Hurt You
  • How to Avoid Being Sued – An Ounce of Prevention
Financial and Business Issues in Private Practice – Ethical Dilemmas
  • Referrals, Gifts & Bartering – Ethical Issues
    • Example Case – “Gifts, Referrals & More: Stephen’s New Practice”
  • Marketing Your Practice and Yourself to the Public – What’s Ethical?
    • Client Testimonials
    • Example Case – “Dr. Jones’ Website”
  • Fee Policy – Applying Best Practices to Avoid Trouble
    • Usual & Customary Fee
    • Sliding Scales
    • Pro Bono Publico
  • Insurance Provider Networks
  • Unhappy Customers – How to Avoid Legal Issues
    • Example Case – “The Unhappy Client: Linda’s Refund Demand”
  • Multiple Services – Blurred Lines & Ethics
    • Example Case – “Maggie’s New Revenue Stream”
  • LLC vs. Partnership vs. Sole Proprietorship – What’s Best for You?
  • Multiple Private Practice Roles – What Hat Do You Wear?
  • Relationships with Colleagues/Competitors
Boundary Issues in Private Practice – Top Challenges
  • Why Boundary Issues are more Important in Private Practice
  • Isolation – The Slippery Slope of Multiple Relationships
  • Power Differentials – Clients, Employees, Supervisees
  • Top Boundary Challenges in Private Practice
    • Example Case – “The Coffee Shop”
    • Example Case – “The Long-term Client”
Technology in Private Practice – Legal & Ethical Issues
  • Social Media Policies to Implement
    • Example Case – “Ashley’s Tweets”
  • Distance Therapy – 6 Keys to Practice
  • Online Listing Services
    • Practice Management Software and Electronic Medical Records
Record-Keeping in a Private Practice
  • Establishing Written Record-keeping Policies
  • HIPAA – What you Need to Know
  • FERPA – What you Need to Know
  • Privacy Policies
Working with Minors in Private Practice
  • Informed Consent Policies & Procedures for Minors
  • Establishing Who has Authority for Consent
  • Know Your Rights – Responding to Records Requests for Minors
    • Example Case – “Celeste and Her Father”

Target Audience

  • Counselors
  • Social Workers
  • Psychologists
  • Case Managers
  • Addiction Counselors
  • Therapists
  • Marriage & Family Therapists
  • Other Mental Health Professionals
  • Nurses

Reviews

5
4
3
2
1

Overall:      4.5

Total Reviews: 2

Comments

Rachel W

"Fantastic training!"

Diane C

"Presenter was excellent"

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